Customer Accounts

What is My Account?

"My Account" is the secure Customer Center site where your customers can go to check and change their contact information, the password used to sign into their "My Account" page, the payment method, pay for open invoices, and view payment history.

Customer Access

Customers can access their "My Account" page using 2 different ways. 1) You can send them an email link that they can click on to initially create their account, or to sign in if their account is already created. 2) When an Invoicing payment stream is processed, they will receive...

Shutting Off My Account

Customers that have created their "My Account" page will have access as long as they remain as a customer in Rerun. When you delete the customer from Rerun and they go to sign in, their email will not be found and they will not be able to sign in. If...

Notification from Customer Changes

You can be notified when ever your customer changes their payment method. Go to the "Settings" tab of Rerun and click on the "General" tab on the left. Then be sure the box is checked next to "Notify me when customer updates payment method". Save your changes. Once set, you...

What Can Customers See?

When customers sign into their "My Account" page, they can see and do the following: My Information: Modify their contact information. Change Password: Change their password used to log into their "My Account" page. My Payment Method: Update expiration date of Credit Card on file, or remove and add a...

Changing Customer Login or Password

In order for a customer to pay an invoice, or access their account, they'll need to create an account under the Customer Center. If you send a customer an email with the customized URL to your checkout process, they'll be asked to sign in or sign up. If they haven't...

Creating Customer Login

Your customers can update their payment and contact information with Rerun logins. You can initialize a customer login by sending an email to your customer. To give your customers logins: Go to Email > Compose Email window Enter the customers email address Compose a message, including the merge tag: [Customer...

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